Reports 'and' 'or' funtion
Hello I am trying to create a report to show how long tasks in each project are taking, I've managed to select all the relevant columns by using the 'What' project builder section.
I want to see the full timeline but not all project will have completed all tasks yet which is why I am using the 'or' option, however this is pulling through all tasks completed in the early phase which I want to eliminate so I would like to add 'and' property status is at these stages only but I can't change 'or' to 'and' for one column only. The means that the report is useless.
Is there a way to do this, if not how do I pull off a report for what I'm looking for?
Any help would be apriciated.
Thanks
Laura
Answers
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Hi Laura,
You’ll have to add so-called helper columns with formulas to account for what you need to be able to show in the report.
Make sense?
Also, Please submit an Enhancement Request when you have a moment
Would that work?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks for your response, I thought this might be the answer but I don't know where to start with helper columns. Can you help with this?
Many thanks
Laura Murphy
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Happy to help!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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